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Foundation Wealth Management (Pennsylvania)’s Apple AAPL Stock Holding History

Foundation Wealth Management (Pennsylvania)’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.17M Buy
7,489
+2,372
+46% +$678K 0.65% 31
2026
Q1 		$1.3M Sell
5,117
-34
-0.7% -$8.85K 0.46% 37
2025
Q4 		$1.4M Sell
5,151
-359
-7% -$96.4K 0.51% 37
2025
Q3 		$1.4M Sell
5,510
-96
-2% -$21.7K 0.54% 38
2025
Q2 		$1.15M Buy
5,606
+279
+5% +$56.3K 0.5% 40
2025
Q1 		$1.18M Buy
5,327
+487
+10% +$113K 0.56% 40
2024
Q4 		$1.21M Buy
+4,840
New +$1.14M 0.59% 39

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s AAPL Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) increased its Apple (AAPL) stake by 46% in Q2 2026, buying an estimated $678K and bringing the position to 7,489 shares worth $2.17M. The position accounts for 0.65% of the portfolio, ranked #31.

Foundation Wealth Management (Pennsylvania) first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 3,430 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 7,489 shares of Apple worth $2.17M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) bought 2,372 Apple shares in Q2 2026, an estimated $678K.
  • Apple made up 0.65% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #31 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 3,430 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.